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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,952 hedge funds and large institutions have $55.4B invested in iShares Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 697 increasing their positions, 752 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,952
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
30.79%
Holding in Top 10
189
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+5.59%
% of All Funds
2.98%
New
169
Increased
697
Reduced
752
Closed
93
Calls
$36.5B
Puts
$68.9B
Net Calls
-$32.4B
Net Calls Change
+$13.5B

Top Buyers

1
VMPIC
1
Varma Mutual Pension Insurance Co
Finland
$756M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$800M
3
Bank of America
3
Bank of America
North Carolina
$6.06B
4
CS
4
Clear Street
New York
$384M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$888M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$578M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$236M
3
Citigroup
3
Citigroup
New York
$159M
4
Goldman Sachs
4
Goldman Sachs
New York
$5.42B
5
Jane Street
5
Jane Street
New York
$329M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
526
CoreCap Advisors
Michigan
$4.17M +$4.17M +22,264 New
DLCIG
527
D.L. Carlson Investment Group
New Hampshire
$4.16M +$3.85M +20,562 +1,255%
AFS
528
Amtrust Financial Services
New York
$4.16M – – –
TCM
529
Triumph Capital Management
Colorado
$4.14M -$233K -1,244 -5%
FA
530
Financial Advisors
Massachusetts
$4.13M +$20.2K +108 +0.5%
CGA
531
Crescent Grove Advisors
Illinois
$4.13M -$119K -636 -3%
ACM
532
Azarias Capital Management
Pennsylvania
$4.13M -$1.66M -8,852 -29%
PMA
533
Prudent Man Advisors
Illinois
$4.12M +$62.9K +336 +2%
RIA
534
Realta Investment Advisors
Delaware
$4.12M -$283K -1,509 -6%
OIA
535
OneDigital Investment Advisors
Kansas
$4.09M +$214K +1,142 +6%
AWA
536
Arete Wealth Advisors
Illinois
$4.09M +$519K +2,769 +15%
IAIM
537
International Assets Investment Management
Florida
$4.08M +$86.9K +464 +2%
CFB
538
Cullen/Frost Bankers
Texas
$4.08M +$129K +687 +3%
MWP
539
MYCIO Wealth Partners
Pennsylvania
$4.08M +$8.24K +44 +0.2%
IBOK
540
Independence Bank of Kentucky
Kentucky
$4.07M +$278K +1,487 +7%
GF
541
Gries Financial
Ohio
$4.07M +$48.1K +257 +1%
TTWM
542
TCV Trust & Wealth Management
Virginia
$4.07M -$28.7K -153 -0.7%
Walleye Trading
543
Walleye Trading
New York
$4.05M -$83.7K -447 -2%
VVP
544
Venture Visionary Partners
Ohio
$4.04M +$369K +1,968 +10%
PAS
545
Park Avenue Securities
New York
$4.04M +$508K +2,710 +14%
FTS
546
Fifth Third Securities
Ohio
$4M +$149K +795 +4%
NFC
547
Northeast Financial Consultants
Connecticut
$3.98M +$7.3K +39 +0.2%
FBA
548
Front Barnett Associates
Illinois
$3.97M -$22.5K -120 -0.6%
BFG
549
Bleakley Financial Group
New Jersey
$3.96M -$603K -3,218 -13%
BC
550
Bricktown Capital
Michigan
$3.94M – – –
20 21
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